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Hello, i am Szeying
“The way to find true happiness is to risk being completely cut open."
About Szeying
Szeying has been a financial consultant for more than 7 years. Although she initially joined for financial freedom to support her family, she discovered that this career gave her more than financial benefits. She found tremendous satisfaction from being able to impart knowledge and inspire change in others through this career.
Over the many conversations with friends and clients, she observed that there are often misconceptions about financial advisors. Most of them happened because of bad experiences with insurance sales representatives who are deploy hard-selling tactics and do not have a system of client care. Szeying finds this worrying, because she saw many of her friends and clients reject financial services because of increasing mistrust and skepticism, and their financial health suffers as result. She recognizes that it will take more than her own efforts to dispel misconceptions towards financial advisors and to change the image of this business. That is why she aims to build a team of responsible and dedicated advisors like her, to do this together.
"as advisors, i strongly believe that We owe it to ourselves and our clients, to be accountable and act in their best interests."
How Szeying adds value to her clients
Most of Szeying's clients are senior executives and civil servants, who are deeply committed to the roles. Because of their busy schedule and heavy responsibilities, they have little time and mind share to take care of their personal financial planning. That is why Szeying's main role is to create a firm financial foundation of insurance and savings/investment portfolio for her clients, so that they can have a peace of mind to explore and experience life.
While her cheerful nature and candor are traits that her clients really appreciate, the main reason why they refer their family and friends to her, is because of her ability to create an optimized portfolio that takes care of their emerging needs. For Szeying, educating others on doing proper resource allocation and build their portfolio in an effective way, are what she identifies as the most important part of her job.
"I want my clients to have a peace of mind when it comes to their personal finances. This way, they can invest more time and effort into their family and career"
Cash Flow Financial Process
What would you do if you could free up extra cash every month? Would you set them aside for your future goals? Or spend them on worthy experiences to create beautiful memories with your loved ones? Either way, you will find that your options are widened, if you have more cash on hand. That is what we seek to do with our Cash Flow Financial Process, where we identify money leaks in your current expenditure patterns and share tips on how to plug the gaps.
Accumulation Strategies
Whether you are accumulating towards a specific goal like a dream home or you just want to make sure your money grows over time, you need to implement a savings or investment strategy that is right for you. With our wide range of partners, we can customize an accumulation portfolio that will cater to your pace, risk appetite and lifestyle needs.
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